德国商业银行：供应和关税担忧共同推动铜价突破1.3万美元大关

Group 1 - Copper prices have surged above $13,000 per ton, driven by a strike at the Mantoverde mine in Chile and concerns over U.S. tariffs tightening supply [2][3] - The Mantoverde mine strike, which could last over two months, is seen as evidence of rising tensions between mining companies and workers due to high prices, despite the mine accounting for less than 0.5% of global supply [2] - Concerns are growing regarding potential U.S. tariffs on refined copper, with a decision expected by the end of June, which has previously led to significant premiums for COMEX copper over LME copper [3] Group 2 - China's copper industry faces three major challenges: increasing reliance on foreign resources, overcapacity in the midstream processing sector, and suppressed downstream demand due to high copper prices [4]